Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omid? Claim Your ProfileOmid Sasson is an investment advisor representative at Edward Jones, with over 14 years of experience in the financial services industry. Omid has been with Edward Jones since 2021. Omid is licensed to provide investment advice in a number of states, including California, Texas, Florida, and Arizona. Omid is a licensed General Securities Representative. Omid's primary office is located in Encino, California. Omid is dedicated to providing comprehensive financial planning services to help individuals and families achieve their financial goals. Omid specializes in retirement planning, college savings, estate planning, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
10/27/2021 - Present
Edward Jones (ENCINO CA)
IL
07/21/2008 - 12/21/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 01/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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